12/10/2025
These expanded senior roles will enhance client connectivity, broaden market coverage, and invest in the next generation of banking talent, further advancing the firm’s vision for its future, Lazard 2030.
12/10/2025
Henderson to continue advancing HSBC’s client-first approach and deepening the bank’s U.S. presence as a trusted international partner
12/10/2025
Mark holds a B.S. in Finance and a Master of Accounting, both from North Carolina State University. He is a CPA licensed in the state of North Carolina.
12/09/2025
Adewuya is a seasoned product leader with more than two decades of experience in product strategy and innovation.
12/09/2025
Former ICONIQ Capital and Morgan Stanley Leader Joins as Firm Reaches 5-Year Mark, Surpassing $80 Billion Following Record Recruiting Year
12/09/2025
Product expansion and rollout of a regional operating model will strengthen Flagstar's holistic private banking approach, deepen client relationships, broaden capabilities, and drive growth
12/09/2025
Seasoned financial advisor Waheed Siddiqui moves from Citigroup Global Markets Inc., seeking the independence and resources to enhance the client experience and offer tax-intelligent advice
12/09/2025
In joining Quantum, Kohlton's primary focus will center on connecting with and supporting new and existing clients
12/08/2025
These colleagues are helping to drive BNY forward and position the company at the forefront of financial markets.
12/08/2025
Todd Combs to lead firm’s efforts to make direct equity investments of an initial $10 billion as part of its $1.5 trillion initiative to address pressing needs in key sectors from critical minerals to frontier technologies
12/05/2025
She reports to Cyril Schopfer, Country Managing Director, USA at CACEIS.
12/04/2025
“Katy and Attila are exceptional leaders whose global experience, technical acumen, and strategic vision reflect the caliber of talent Everest continues to attract,” said Jim Williamson, Everest President and CEO.
12/04/2025
It's a finance homecoming for Truax, who previously spent three and a half years at Bank of America building consumer branch management applications.
12/04/2025
Divisional directors Pat Vaughan and Wally Chapman have been promoted to co-lead the private client group.
12/04/2025
Jason Ehrlich will help the firm ramp up M&A initiatives, as it seeks to reach $50 billion AUA in the next five to 10 years.
12/03/2025
Freedman succeeds Katie Nixon, who now leads the high-growth Northeast Region
12/03/2025
Rosenfeld brings nearly 20 years of M&A advisory experience focused on the consumer sector.
12/03/2025
Mosca will lead New York Life Investments’ institutional business strategy and distribution globally, reporting to Chief Executive Officer Naïm Abou-Jaoudé.
12/03/2025
In his most recent capacity he served as Managing Director of its Renewable Energy Group.
12/02/2025
Georg von Wattenwyl and Charles Karila assume joint leadership of Vontobel’s Structure Solutions and Treasury as of December 1st, 2025